Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
17 September 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1505.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.01%

-1.28%

-2.64%

14.78%

9.32%

9.77%

Vallum India Discovery
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 September 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
1066.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.01%

-15.90%

-8.30%

8.90%

11.18%

15.57%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
33.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.02%

-13.32%

-4.70%

NA NA

-13.16%

Benchmark
Nifty Multi asset - Equity: Arbitrage Debt  : Reit/Invits (50:20:20:10)
Inception
3 November 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.02%

NA NA NA NA

-4.66%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
8.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.05%

-11.07%

-1.34%

25.54%

20.78%

15.42%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
3.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.09%

-5.51%

6.22%

18.93%

16.11%

11.64%

Benchmark
NIFTY 50 Total Return Index
Inception
4 March 2005
Min. Investment
50,00,000
AUM (₹ Cr)
78.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.09%

-8.44%

-1.41%

13.92%

8.90%

13.06%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 April 2017
Min. Investment
50,00,000
AUM (₹ Cr)
27.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.10%

-9.80%

0.10%

17.40%

14.10%

13.50%

Benchmark
S&P BSE 500 Total Return Index
Inception
14 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
246.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.11%

-6.13%

3.28%

16.17%

15.07%

17.33%

Benchmark
NIFTY 50 Total Return Index
Inception
9 January 2018
Min. Investment
50,00,000
AUM (₹ Cr)
3.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.16%

-17.74%

1.63%

5.33%

6.79%

6.30%